Investment schemes

Services

  1. Certificate of residence request (CISC9)

    Use Collective Investment Schemes form CISC9 to apply for an Authorised Investment Fund certificate of residence to HMRC.

  2. Initial registration as a reporting fund (CISC1)

    Use form CISC1 to complete the initial application process to enter the reporting funds regime.

  3. Exempt unauthorised unit trust - annual report (CISC12)

    Use Collective Investment Schemes form CISC12 to send your annual report for an exempt unauthorised unit trust to HMRC.

  4. Register a new Authorised Investment Fund (CISC10)

    Use Collective Investment Schemes form CISC10 to register a new Authorised Investment Fund with HMRC.

  5. Reporting fund - annual report (CISC2)

    Use form CISC2 to report your approved annual offshore funds to HMRC.

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Guidance and regulation

  1. Use the Enterprise Investment Scheme (EIS) to raise money for your company
  2. Use the Seed Enterprise Investment Scheme to raise money for your company
  3. List of approved offshore reporting funds
  4. Tax relief for investors using venture capital schemes
  5. Use a venture capital scheme to raise money for your company
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Research and statistics

  1. Venture Capital Trusts Statistics: December 2018
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